VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,756 filers reported holding VANGUARD SPECIALIZED FUNDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,568,559 | +0.3% | 87,325 | +4.8% | 6.32% | -5.5% |
| Q2 2023 | $13,531,719 | +7.5% | 83,308 | +2.0% | 6.68% | -5.1% |
| Q1 2023 | $12,584,004 | +2.2% | 81,709 | +0.7% | 7.04% | -4.5% |
| Q4 2022 | $12,318,376 | +7.8% | 81,122 | -4.0% | 7.37% | +4.1% |
| Q3 2022 | $11,425,000 | -9.5% | 84,530 | -3.9% | 7.08% | -7.4% |
| Q2 2022 | $12,619,000 | -9.4% | 87,955 | +2.4% | 7.65% | +0.4% |
| Q1 2022 | $13,932,000 | -1.7% | 85,914 | +4.1% | 7.62% | -13.1% |
| Q4 2021 | $14,175,000 | +11.4% | 82,535 | -0.4% | 8.77% | -14.0% |
| Q3 2021 | $12,728,000 | -0.7% | 82,864 | +0.1% | 10.20% | -1.5% |
| Q2 2021 | $12,817,000 | +11.9% | 82,801 | +2.0% | 10.35% | -5.8% |
| Q4 2020 | $11,459,000 | – | 81,171 | – | 10.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 356,040 | $55,296,939 | 33.12% |
| Mosaic Advisors LLC | 217,683 | $33,823,613 | 30.96% |
| 360 Financial, Inc. | 302,289 | $46,824,505 | 29.13% |
| DAN L DUNCAN FOUNDATION | 105,146 | $16,337,585 | 27.25% |
| Family Investment Center, Inc. | 259,500 | $40,321,083 | 24.35% |
| Mercer Investments LLC | 92,891 | $14,433,404 | 23.09% |
| Valence8 US LP | 215,549 | $33,492,004 | 21.19% |
| EWA, LLC | 163,318 | $25,952,926 | 16.82% |
| McCarthy Asset Management, Inc. | 133,487 | $20,741,161 | 15.22% |
| FIDELIS iM, LLC | 161,469 | $25,089 | 14.70% |